Special Needs Financial Planning and Financial Resources

Have you been named as trustee of a special needs trust? Have you created a special needs trust, and wonder what the job of trustee is actually like? Are you a trust beneficiary, trying to figure out what the trustee is permitted — and required — to do? The Special Needs Alliance is pleased to offer its free booklet on administering special needs trusts. In plain English, it can help you understand the choices and obligations.

The Arc of North Carolina has created this guide to offer you helpful information and resources in the IDD sector of North Carolina. You will find links to the information mentioned in each section at the end of this guide.

There are several common myths about how working will affect disability benefits and Healthcare coverage. Here are the three most common and why they are wrong.

Social Security Work Incentives can help eligible people with disabilities transition to the workplace. Whether you’re looking for a job for the first time or returning to work after an injury or illness, Work Incentives can help you through the transition to work and towards financial independence.

Many people believe that they will automatically lose their Medicare or Medicaid as soon as they start working. But working does not necessarily mean losing access to federal or state health care benefits because there are protections in place, called Work Incentives, that help people who work and receive disability benefits keep those important benefits. Here we examine your health care “safety nets” according to the type of Social Security disability benefit you receive.

What are Work Incentives? Social Security Work Incentives can help eligible people with disabilities transition to the workplace. Whether you’re looking for a job for the first time or returning to work after an injury or illness, Work Incentives can help you through the transition to work and towards financial independence.

Social Security’s Ticket to Work (Ticket) Program supports career development for people ages 18 through 64 who receive Social Security disability benefits (SSI or SSDI) and want to work. This free and voluntary program helps people with disabilities achieve their employment goals and increase their financial independence by reducing their dependence on disability benefits.

If you receive Social Security disability benefits, it is important to update Social Security about the money that you earn from your job when you start working. This guide and links to resources can help you learn the basics of reporting your wages and find support as you move toward financial independence through work.

Social Security’s Ticket to Work (Ticket) Program supports career development for people ages 18 through 64 who receive Social Security disability benefits (SSDI/SSI) and want to work. If you qualify for this free and voluntary program, you will work with service providers to receive the supports and services you need to find and maintain employment.

If you receive Social Security disability benefits (SSDI/SSI) and are considering returning to work — or maybe working for the first time — chances are you’re wondering how that extra income will affect your benefits.

Did you receive a list of service providers from the Ticket to Work Help Line or the Choose Work website’s Find Help tool? If so, this worksheet may help you call, email, or visit Employment Networks (EN) to find one that is right for you. This worksheet gives you a list of questions to ask and space to write your answers, which may help you with your decision to assign your Ticket.

ECAC hilft Familien nicht nur bei der Orientierung im Sonderschulsystem, sondern ist auch darauf spezialisiert, Familien bei der Orientierung im Gesundheitssystem in NC zu unterstützen.

Grants, Scholarships and Funding sources for Families with Children with Disabilities

This publication presents basic information about existing tax credits and benefits that may be available to qualifying taxpayers with disabilities, parents of children with disabilities, and businesses or other entities wishing to accommodate persons with disabilities.

A Special Needs Trust is a type of trust. It is for someone with a disability. This type of trust gives people with disabilities income. It lets them have this income while keeping their needs-based public benefits. (This may be Supplemental Security Income (SSI) and/or Medicaid benefits.)